In this release
Field App – Forms
Enables field workers to create various types of forms even while working in remote areas with limited or no network coverage.
Server Folder Retention Policies
Proactively manage Server folder capacity as well as the storage used in Server Folders and configure retention policies to remove unwanted files.
Enterprise Cash Receipting
Simplify end-to-end receipting and processing of payments with Enterprise Cash Receipting now available in CiA.
Discover What’s New in 24B
Explore key insights, trends and challenges for your industry, uncover how to get the most out of your ERP solution and see what’s new in our latest software release.
Learn about the exciting enhancements we’ve made to our products in 2024B by watching our What’s New in 24B webinars, available on-demand now.
Sessions
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Simplify your experience with 2024B. Join our What's New in 2024B: Overview as our experts explore all the new features available in our latest release.
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Maggie Atkinson
Senior Business Analyst
Olivia Lyness
Senior Business Analyst
Discover what’s new for Business Process Automation in 2024B. -
Yohann Lam
Product Owner
Join Yohann Lam as we take a deep dive into what’s new in 2024B for Corporate Performance Management. -
Tim Gower
Senior Business Analyst
Join Tim Gower to discover what’s new for Enterprise Asset Management in 2024B. -
Tony Wilson
Business Analyst
Michelle Langley
Product Owner
Join Michelle Langley and Tony Wilson and discover what’s new for Enterprise Content Management in 2024B. -
Michelle Wise
Product Success Director
Discover what’s new for Financials in 2024B with Michelle Wise, Product Success Director of Financials. -
Lou Daley
Product Success Director
Join Lou Daley to learn what’s new for Human Resources & Payroll in 2024B. Discover the new features in Recruitment Event Scheduling, Recruitment Involvement Types and Candidate Guidance. -
Jen Dowie
Enablement Lead
Want to learn about the changes we’ve made to our Enterprise Platform in the latest release? Join Jen Dowie to discover the latest updates such as Just-In-Time Provisioning, Amazon SES Mail Configuration and Server Folder Retention Policies. -
Korynne Karlau
Product Owner
Robert Healy
Product Owner
Join Robert Healy and Korynne Karlau for what’s new in Property & Rating in 2024B. -
Shanil Wasan
Senior Business Analyst
Join Shanil Wasan and discover what's new for Stakeholder Management in 2024B. -
Erisse Cabo
Business Analyst II
Join Erisse Cabo to learn what’s new for Student Management in 2024B. -
Brendan Andrea
Product Success Director
Amjad Mirza
Product Owner
Join Brendan Andrea and Amjad Mirza to learn about all of the exciting updates we’ve made to Supply Chain Management in 2024B. -
Duncan Corbett
Product Owner
Kerry Hunt
Product Owner
Discover what's new in Timetabling & Scheduling in 2024B with Kerry Hunt and Duncan Corbett.
Other enhancements
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Product Enablement
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Just-in-Time Provisioning
Automatically create or update a user in CiA based on their credentials from an external identity provider system such as SAML or Open ID Connect (OIDC) with self-registration enabled.
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Enhanced SaaS Mail Service
Manage the mail domains you use to send emails from your enterprise SaaS environment and enhance the security posture of your domain management with individual DKIM keys.
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Financials
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Renewed Reports
Streamline data analysis with shipped standard reports now in XLOne.
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System Administrator Controls
Enhanced access and functionality controls enable users to delegate permissions and access across administration tasks.
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Enhanced Performance
Improvements to the performance of day-to-day functionality including Transmission Enquiry, Document Register Reference Number Enquiry and TPAR Processing.
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Enhanced Travel and Expense Document Creation
Quickly create travel documents for employees with similar itineraries and costing of travel documents where expenses are costed to projects.
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Expense Delegate Creation
Improved capabilities streamline the request and creation of Delegates for processing Expenses, with self-service forms and workflow approvals.
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Transmission Management
Improved transmission management for AP Payment and AR Statement worksheets including the ability to transmit larger volumes, re-submit when failures occur, and in bulk.
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Expense Entry
Streamlined expense entry enables users to use the address provider lookup integration in DxP Expenses when calculating distance as part of mileage expenses.
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Enhanced Budget Entry
Enhancements to improve efficiency of day-to-day budget entry functionality including imports of budget and worksheet tab data, lookups of chart values, link values and lookup values.
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Enhanced Budget Configuration
Improvements to the efficiency and functionality of budget configuration including activating multiple worksheets or models with a single action and increased size of budget worksheet names.
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Enhanced Budget Administration
Enhancements to the functionality of budget administration including permission to control if a user can update the model status, active version and due date in Model Management and generate/update packs.
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Supply Chain Management
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Sourcing Catalogue Integration
Users can now browse and select items to add to the Approach to Market directly from the catalogue.
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Stocktake Counts in Issue Unit
Enables staff to perform stocktake counts in the issue unit of measure rather than the stored unit of measure.
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Inventory Stationery Using DocOne
Easily modify and manage inventory stationery documents using DocOne.
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Guided Requisition
Easily create requisitions with a step-by-step guide to complete a requisition.
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Contract Retention Release
Enable retentions to be released on different dates on a per schedule basis rather than per contract.
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Contract Catalogue Integration
Enables service contracts to associate catalogue product items on a schedule item, allowing for improved integration with work orders.
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Work Order Quotes
Generate quotes directly from a Work Order and update the Work Order from the winning submission.
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Contract Date Alerts as BPA Tasks
Creates a task in the workflow inbox for an upcoming Contract Date prompting users to complete an activity for the key date.
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Enhanced Tender Publication
Allows an approved tender to be automatically published via a web service call to an external website, eliminating manual double keying.
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Enterprise Asset Management
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Crystal Reports Progressively Replaced with XLOne Reports
Reports, including reconciliation, depreciation, revaluation and movement, have been made simpler to extract data, view and customise by moving from Crystal reports to XLOne reports.
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Streamlined Contractor Quotes
Integration between Work Orders, Sourcing and Contracts enables streamlined contractor payment processes including seeing quotes for Work Orders.
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Change Work Order
Change a work order type, project or activity regardless of whether or not there are existing commitments or transactions.
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Field App - Defect Recording
View or record a defect during asset inspections without leaving the inspection function.
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Field App - Single Sign-On
Users can now log in to Field App automatically using Microsoft credentials previously authenticated on the same device through CiA in a browser.
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Field App - Restrict Display and Download of My Tasks Entities
New configuration enables system administrators to select which BPA entities are displayed and downloaded to My Tasks.
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Human Resources & Payroll
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Recruitment Event Scheduling
Allows applicants to view and choose available interview time slots and makes slots unavailable once booked by another applicant.
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Recruitment Involvement Types
Additional involvement types are now included to allow additional people involved in a recruitment exercise to have limited access to applicant information.
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Candidate Guidance
Enable a smoother applicant experience with additional guidance including what is expected from candidates in particular sections of the application.
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Enterprise Content Management
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Enhanced Attachment Grids - Bulk Apply
Streamline the process of uploading multiple files to attachment grids by applying an attachment type to bulk files.
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Additional Fields in Connected Content Project Index
Search and retrieve project index entries easier with additional fields added to the Connected Content Projects Index to improve visibility of project metadata.
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Corporate Performance Management
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Copy Link - Analytics Dashboards and Enquiries
Simply click on a button to copy the link for an Analytics Dashboard or Enquiry. Use this link to provide users convenient access to open the item.
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Disable Interactions on Analytics Dashboards
Optimise Analytics Dashboard performance by removing interactions where interactivity isn't required such as a displaying on a TV.
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XLOne Data Source Criteria
Set Data Source Criteria on an XLOne Report Column Definition to improve usability and performance.
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Add or Delete Component Code Actions
Performance Planning includes new Actions that streamline the addition or deletion of a Component Code within a Planning Pack or My Planning Definition.
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BPA Planning Pack Approval
Performance Planning now supports BPA for Planning Pack Approvals, enabling users to view, update, and submit their assigned planning packs directly from My Tasks.
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Student Management
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Student Portal Class Waitlist
As per the waitlist functionality in eStudent, students can now add themselves to waitlists for full classes in Student Portal's My Class Registration.
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Student Study Item Date Change History
Student administrators now have the ability to view a history of changes made to Student Study Item dates.
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UK Compliance Cycle Changes (HESA Returns)
Providers can now generate data collections to adhere to the latest HESA Student Record (23056) Data Collection and ensure compliance.
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UCAS Cycle Changes
Adhere to the latest specifications for UCAS processing by handling new data elements including UCAS Education Establishment and UCAS Applicant 'Lived In' Address History.
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Personal Information Profile Enhancements
Additional functionality has been added to the Personal Information Profile (PIP) to improve usability including creating a PIP record when a student is created and updating a record when it is saved.
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Result Calculation
Added configuration settings allow users to exclude specific courses under the selected Study Package Category Type when calculating results for students.
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Term-Time Address Buildings
Enable students to nominate provider/campus temporary accommodation information during periods of study.
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Leave of Absence Status Reason
A Status Reason can now be captured when Student Study Items are withdrawn by Leave of Absence (LOA) processing and assist in identifying Student Study Items that have a previous attempt that was withdrawn as part of a LOA.
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Student Medical Course Compliance
Adhere to the latest specifications for the GMC Assessment (C23055) Data Collection and the GMC UK7 Data Extract to ensure HESA compliance.
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Timetabling & Scheduling
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Exam Scheduler Data Models
Data models covering the complete Exam Scheduler schema have been added to the SaaS Data Warehouse to enable users to view data and create reports and dashboards using analytics tools.
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Resource Booker - Change Booked Resource
Provides users with the ability to change the primary source when editing a booking.
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Exam Scheduler Reports
Enhanced Exam Scheduler Application Programming Interfaces create a smooth transition for customers moving to SaaS.
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Timetabling API Enhancements
Provision of preconfigured out-of-the-box reports and analytics providing insights across examinations while retaining the flexibility to create your own.
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Resource Booker Enhancements
Enhanced capabilities enable users to copy and edit a previous booking and save it as a new booking, speeding up the process and reducing admin on repeat bookings.
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Timetable Requirements Collector
Enhanced capability makes the system simpler to use when collecting timetable data from staff, eliminating the chances of inaccurate data entry.
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Timetable Change Management Enhancements
Manage a change to multiple activity occurrences of the same activity series at once, even when they are scheduled at different days/times and search for a common day/time/resource for those occurrences.
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